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Financial Service Representative/FT/Nashua

Triangle Credit Union
Nashua, NH Full Time
POSTED ON 3/2/2024
 

Role:

 

To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; analyze loan requests and make credit decisions based on lending policy.

 

Essential Functions & Responsibilities:

 

 

 

- Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.

 

 

 - Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.

 

 

- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.

 

 

- Respond to all telephone and/or E-mail correspondences on the same day as they are received.

 

 

- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.

 

 

- Assures that appropriate records are maintained and required reports are prepared.

 

 

- Performs other related duties, as assigned.

 

Knowledge and Skills:

 

Experience

Previous Member/Customer Service or Financial Service Experience, required
 Cash Handling Experience, required
 Previous Lending Experience, is a plus 

 

Education

A high school education or GED
 Post-secondary education, desired 

 

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. 

 

Other Skills

* Sales Acumen
 * Strong Computer Skills
 * Good Communication Skills
 * Detailed Oriented
 * Ability to Multi-task
 * Problem Solving Skills, essential 
 * Organizational Skills
 * Attention to Details
 * Basic Math Skills
 * Ability to work independently and part of a team 

 

Physical Requirements

* Ability to sit for long extended periods of time
 * Ability to bend, twist, squat and reach 

 

Work Environment

Member facing/Fast Paced/Team Oriented 

 

Salary.com Estimation for Financial Service Representative/FT/Nashua in Nashua, NH
$71,852 to $98,617
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